The window to deploy capital into the Qualified Opportunity Zone (QOZ) program expires at the end of 2026 and the program may not be renewed. If you have realized capital gains in the past 180 days or will have gains in the near future, there has arguably never existed a more tax-efficient solution for those gains. Targeting a 10%-12% net IRR1, QOZ Fund III will be a diversified portfolio of development projects in high-growth markets across the southwest and southeast United States that can offer investors:
- Tax deferral on capital gains until Dec. 31, 2026
- Tax elimination on the appreciation of the QOZ investment when holding the investment for at least 10 years
- Potential tax-sheltered income with no depreciation recapture when holding the investment for at least 10 years
On this webinar, Origin Managing Director of Acquisitions Dave Welk and Senior Vice President of Acquisitions Kyle Verhasselt provide an update on Origin QOZ Fund III. Dave and Kyle go over:
- Origin’s top-tier QOZ investing strategy2
- Why now is a great time for development
- Details on our recent Fund acquisition and active pipeline
They conclude with live Q&A.
1) Targeted performance assumes a sale of the Fund’s investments 10 years after the Fund’s close. Targeted performance doesn’t represent an actual investment in the Fund and frequently has sharp differences from actual returns. Targeted returns are inclusive of appreciation and reinvestment of distributions and are net of fees. There can be no assurance that the Fund will achieve comparable results or meet its target returns.
2) Origin was ranked 12th out of 892 Qualified Opportunity Zone fund managers in terms of the amount of equity raised, according to the Novogradac Opportunity Zones Investment Report. As of 6/30/24.
